Bradley is a Certified Financial Planner® , Co-CEO and Chief Investment Officer with Future Finances, Inc. Bradley received his Bachelor of Arts degree from Capital University in Economics/Business Management. He is a Registered Principal with Triad Advisors, LLC. and a licensed insurance representative specializing in life, disability, and long-term care. He has over 20 years experience helping investors and has worked extensively with individuals in the areas of financial planning, wealth management, retirement planning, insurance, and estate planning. Bradley frequently appears on radio and television to discuss investing and financial planning and has conducted financial workshops covering a wide range of financial topics.
Bradley has served as the chairman of Columbus Saves, local chapter of national non-profit, America Saves, and also served on the board of the Personal Finance Task Force of Franklin County. Bradley lives in Columbus, Ohio with his wife, two sons and a daughter and enjoys working with the Columbus Special Olympics program as a coach and partner.
Because of his 20+ years of service to Special Olympics, Brad received the Community Service Award through the Invest in Others program. The award is presented to an advisor who has made an outstanding impact on a community through leadership contributions to a nonprofit organization.
Education
- Capital University - BA Economics/Business Management
- College for Financial Planning
Professional Designations
- Certified Financial Planner™ Professional
- Investment Advisor Representative with Future Finances, Inc.
- Registered Securities Principal with Triad Advisors, LLC.